- Understand how to download the Attachment report
- Understand how to find information on policies in the Attachment report
- Microsoft Excel
Site Administrators can run the Attachment report and filter/sort in Excel spreadsheet.
- Click the Admin tab
- Under the Reports section, locate and open the Attachment report:
- Click Download Here to download the report (once loaded)
- In the Excel spreadsheet, you can sort and filter by Attachment title, Policy Name, Author, and Dates Approved and Last Revised.
This article applies to the following user roles: